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Valley Wealth Managers’s General Mills GIS Stock Holding History

Valley Wealth Managers’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-90,843
Closed -$4.22M – 343
2025
Q4 		$4.22M Buy
90,843
+32,893
+57% +$1.56M 0.27% 84
2025
Q3 		$2.92M Sell
57,950
-1,023
-2% -$51.3K 0.19% 105
2025
Q2 		$3.06M Buy
58,973
+86
+0.1% +$4.75K 0.22% 100
2025
Q1 		$3.52M Buy
58,887
+5,450
+10% +$327K 0.27% 89
2024
Q4 		$3.41M Sell
53,437
-4,053
-7% -$272K 0.25% 86
2024
Q3 		$4.25M Buy
57,490
+397
+0.7% +$27.5K 0.31% 75
2024
Q2 		$3.61M Sell
57,093
-3,053
-5% -$210K 0.29% 84
2024
Q1 		$4.21M Sell
60,146
-2,615
-4% -$170K 0.32% 72
2023
Q4 		$4.09M Buy
62,761
+3,355
+6% +$217K 0.32% 80
2023
Q3 		$3.8M Sell
59,406
-1,412
-2% -$99.8K 0.32% 88
2023
Q2 		$4.66M Sell
60,818
-1,310
-2% -$112K 0.42% 56
2023
Q1 		$5.31M Sell
62,128
-1,363
-2% -$109K 0.48% 47
2022
Q4 		$5.32M Sell
63,491
-2,130
-3% -$173K 0.49% 48
2022
Q3 		$5.03M Sell
65,621
-1,603
-2% -$122K 0.5% 48
2022
Q2 		$5.07M Buy
67,224
+1,917
+3% +$134K 0.47% 48
2022
Q1 		$4.42M Buy
65,307
+207
+0.3% +$13.9K 0.37% 67
2021
Q4 		$4.39M Buy
65,100
+384
+0.6% +$24.4K 0.35% 64
2021
Q3 		$3.87M Buy
64,716
+1,308
+2% +$77.3K 0.34% 68
2021
Q2 		$3.86M Buy
63,408
+4,328
+7% +$268K 0.33% 65
2021
Q1 		$3.62M Buy
+59,080
New +$3.41M 0.33% 62
2018
Q1 		– Sell
-22,255
Closed -$1.32M – 122
2017
Q4 		$1.32M Sell
22,255
-3,805
-15% -$206K 0.16% 86
2017
Q3 		$1.35M Buy
26,060
+740
+3% +$40.6K 0.17% 83
2017
Q2 		$1.4M Sell
25,320
-2,870
-10% -$164K 0.19% 83
2017
Q1 		$1.66M Buy
28,190
+26,840
+1,988% +$1.64M 0.22% 71
2016
Q4 		$83K Hold
1,350
– – 0.01% 129
2016
Q3 		$86K Sell
1,350
-100
-7% -$6.96K 0.01% 130
2016
Q2 		$103K Buy
+1,450
New +$92.3K 0.02% 124

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valley Wealth Managers's GIS Position: Q1 2026 in Review

Valley Wealth Managers sold out of General Mills (GIS) in Q1 2026, closing a stake of 90,843 shares — an estimated $4.22M sold.

Valley Wealth Managers first reported a position in GIS in Q2 2016 and held it in 27 quarters. The position peaked at $5.32M in Q4 2022. 1,310 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Valley Wealth Managers reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 90,843 General Mills shares in Q1 2026, an estimated $4.22M.
  • Valley Wealth Managers first reported a position in General Mills in Q2 2016 and held it in 27 quarters.
  • Valley Wealth Managers's General Mills position peaked at $5.32M in Q4 2022.
  • 1,310 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.